Advyzon Investment Management, LLC Portfolio Holdings
Advyzon Investment Management, LLC
- $452 Billion
- Q2 2025
Advyzon Investment Management, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $452 Billion distributed in 433 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $27.6B, Vanguard Bd Index Fd Inc Total with a value of $13.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.1B, Ea Ser Tr Strive 1000 Growth E with a value of $12.7B, and Ea Ser Tr Strive 1000 Value Et with a value of $12.7B.
Examining the 13F form we can see an increase of $169B in the current position value, from $283B to 452B.
Advyzon Investment Management, LLC is based out at Lisle, IL
Below you can find more details about Advyzon Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 433
- Current Value $452 Billion
- Prior Value $283 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 117 stocks
- Additional Purchases 200 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks